Y.D. More Investments’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Sell |
9,077
-5,050
| -36% | -$428K | 0.05% | 130 |
|
|
2025
Q1 | $1.32M | Hold |
14,127
| – | – | 0.12% | 98 |
|
|
2024
Q4 | $1.21M | Buy |
14,127
+2,500
| +22% | +$214K | 0.11% | 101 |
|
|
2024
Q3 | $1.02M | Sell |
11,627
-35
| -0.3% | -$3.07K | 0.11% | 107 |
|
|
2024
Q2 | $1.06M | Hold |
11,662
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $1.1M | Hold |
11,662
| – | – | 0.2% | 84 |
|
|
2023
Q4 | $978K | Sell |
11,662
-4,223
| -27% | -$354K | 0.19% | 77 |
|
|
2023
Q3 | $1.44M | Buy |
15,885
+550
| +4% | +$49.7K | 0.28% | 65 |
|
|
2023
Q2 | $1.24M | Sell |
15,335
-1,965
| -11% | -$159K | 0.29% | 59 |
|
|
2023
Q1 | $1.43M | Buy |
17,300
+16,970
| +5,142% | +$1.41M | 0.32% | 43 |
|
|
2022
Q4 | $28.7K | Buy |
+330
| New | +$28.7K | 0.01% | 285 |
|